Lancaster, Pennsylvania, United States
18x certified Salesforce Consultant with a proven track record of leading transformational CRM implementation projects for Nonprofit organizations. Adept at working with clients to translate complex business requirements into tailored Salesforce solutions across multiple clouds, fostering client relationships, and mentoring teams.
- Serve as Principal Solution Architect for Salesforce consulting specializing in Nonprofit Organizations, leading complex multi-cloud engagements across Nonprofit Cloud, NPSP, Data Cloud, Agentforce, and Marketing Cloud - Lead presales activities including solution demonstrations, scoping, effort estimation, and RFP responses to position the organization for high-impact engagements - Own end-to-end implementation delivery, guiding projects from discovery and requirements gathering through solution design, UAT, and go-live - Maintain project scope and ensure solution integrity throughout the delivery lifecycle, balancing client needs with technical feasibility and timeline - Lead and mentor architects and consultants, providing technical guidance and serving as a trusted advisor to nonprofit clients
Lead coaching engagements with organizations to empower effective fundraising and communication efforts.
• Serve as solution architect across multiple client engagements, designing and delivering Salesforce solutions that drive mission impact and operational efficiency for nonprofit organizations. • Lead discovery sessions to deeply understand customer pain points, translating business needs into scalable, high-impact Salesforce solutions across Nonprofit Cloud, Omnistudio, Sales Cloud, Service Cloud, Marketing Cloud, Experience Cloud, Health Cloud, Data Cloud and Agentforce • Support revenue generation as a key pursuit team member by leading org assessments, delivering tailored demos, crafting compelling value propositions, and contributing to winning solution proposals. • Designed and initiated a tailored Agentforce Accelerator, resulting in faster time-to-value for clients and improved user adoption by aligning automation and organizational objectives. • Partner closely with cross-functional teams to ensure proposed solutions are technically sound, strategically aligned, and capable of delivering measurable outcomes for the customer. • Mentor and coach consultants and junior team members to enhance solution quality, consistency, and customer satisfaction across engagements.
CDI was acquired by AHEAD in February 2024.
• Leading multiple concurrent Salesforce implementations as a member of the project leadership team, utilizing agile methodologies to ensure success. • Translating complex business requirements into Salesforce solutions as a Solution Lead, implementing Sales Cloud, Service Cloud, Nonprofit Cloud (NPSP), Health Cloud, Marketing Cloud, Experience Cloud, and related packages/integrations.. • Building and maintaining positive relationships with clients and stakeholders, demonstrating strong communication and stakeholder management skills. • Mentoring junior consultants as a Team Lead, promoting ongoing team development and growth.